Chilkat Online Tools

PureBasic / DocuSign Click API / 20. Send an Envelope Using CompositeTemplates

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IncludeFile "CkJsonObject.pb"
IncludeFile "CkHttp.pb"
IncludeFile "CkHttpResponse.pb"

Procedure ChilkatExample()

    ; This example assumes the Chilkat API to have been previously unlocked.
    ; See Global Unlock Sample for sample code.

    http.i = CkHttp::ckCreate()
    If http.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    success.i

    ; Use this online tool to generate code from sample JSON: Generate Code to Create JSON

    ; The following JSON is sent in the request body.

    ; {
    ;   "emailBlurb": "Create an envelope with a templateId",
    ;   "emailSubject": "Template",
    ;   "compositeTemplates": [
    ;     {
    ;       "serverTemplates": [
    ;         {
    ;           "sequence": "1",
    ;           "templateId": "{{templateId}}"
    ;         }
    ;       ],
    ;       "inlineTemplates": [
    ;         {
    ;           "recipients": {
    ;             "signers": [
    ;               {
    ;                 "email": "{{user1}}",
    ;                 "name": "{{user1_name}}",
    ;                 "recipientId": "2",
    ;                 "roleName": "seller",
    ;                 "tabs": {
    ;                   "signHereTabs": [
    ;                     {
    ;                       "anchorString": "test",
    ;                       "anchorUnits": "pixels",
    ;                       "anchorXOffset": "200",
    ;                       "anchorYOffset": "10"
    ;                     }
    ;                   ]
    ;                 }
    ;               }
    ;             ]
    ;           },
    ;           "sequence": "2"
    ;         }
    ;       ]
    ;     }
    ;   ],
    ;   "status": "sent"
    ; }

    json.i = CkJsonObject::ckCreate()
    If json.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    CkJsonObject::ckUpdateString(json,"emailBlurb","Create an envelope with a templateId")
    CkJsonObject::ckUpdateString(json,"emailSubject","Template")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].serverTemplates[0].sequence","1")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].serverTemplates[0].templateId","{{templateId}}")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].email","{{user1}}")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].name","{{user1_name}}")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].recipientId","2")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].roleName","seller")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorString","test")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorUnits","pixels")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorXOffset","200")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].recipients.signers[0].tabs.signHereTabs[0].anchorYOffset","10")
    CkJsonObject::ckUpdateString(json,"compositeTemplates[0].inlineTemplates[0].sequence","2")
    CkJsonObject::ckUpdateString(json,"status","sent")

    ; Adds the "Authorization: Bearer {{accessToken}}" header.
    CkHttp::setCkAuthToken(http, "{{accessToken}}")

    resp.i = CkHttp::ckPostJson3(http,"https://domain.com/{{apiVersion}}/accounts/{{accountId}}/envelopes","application/json",json)
    If CkHttp::ckLastMethodSuccess(http) = 0
        Debug CkHttp::ckLastErrorText(http)
        CkHttp::ckDispose(http)
        CkJsonObject::ckDispose(json)
        ProcedureReturn
    EndIf

    Debug Str(CkHttpResponse::ckStatusCode(resp))
    Debug CkHttpResponse::ckBodyStr(resp)
    CkHttpResponse::ckDispose(resp)



    CkHttp::ckDispose(http)
    CkJsonObject::ckDispose(json)


    ProcedureReturn
EndProcedure

Curl Command

curl -X POST
	-H "Authorization: Bearer {{accessToken}}"
	-d '{
    "emailBlurb": "Create an envelope with a templateId",
    "emailSubject": "Template",
    "compositeTemplates": [
        {
            "serverTemplates": [
                {
                    "sequence": "1",
                    "templateId": "{{templateId}}"
                }
            ],
            "inlineTemplates": [
                {
                    "recipients": {
                        "signers": [
                            {
                                "email": "{{user1}}",
                                "name": "{{user1_name}}",
                                "recipientId": "2",
                                "roleName": "seller",
                                "tabs": {
                                    "signHereTabs": [
                                        {
                                            "anchorString": "test",
                                            "anchorUnits": "pixels",
                                            "anchorXOffset": "200",
                                            "anchorYOffset": "10"
                                        }
                                    ]
                                }
                            }
                        ]
                    },
                    "sequence": "2"
                }
            ]
        }
    ],
    "status": "sent"
}'
https://domain.com/{{apiVersion}}/accounts/{{accountId}}/envelopes

Postman Collection Item JSON

{
  "name": "20. Send an Envelope Using CompositeTemplates",
  "request": {
    "method": "POST",
    "header": [
      {
        "key": "Authorization",
        "value": "Bearer {{accessToken}}"
      }
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"emailBlurb\": \"Create an envelope with a templateId\",\n    \"emailSubject\": \"Template\",\n    \"compositeTemplates\": [\n        {\n            \"serverTemplates\": [\n                {\n                    \"sequence\": \"1\",\n                    \"templateId\": \"{{templateId}}\"\n                }\n            ],\n            \"inlineTemplates\": [\n                {\n                    \"recipients\": {\n                        \"signers\": [\n                            {\n                                \"email\": \"{{user1}}\",\n                                \"name\": \"{{user1_name}}\",\n                                \"recipientId\": \"2\",\n                                \"roleName\": \"seller\",\n                                \"tabs\": {\n                                    \"signHereTabs\": [\n                                        {\n                                            \"anchorString\": \"test\",\n                                            \"anchorUnits\": \"pixels\",\n                                            \"anchorXOffset\": \"200\",\n                                            \"anchorYOffset\": \"10\"\n                                        }\n                                    ]\n                                }\n                            }\n                        ]\n                    },\n                    \"sequence\": \"2\"\n                }\n            ]\n        }\n    ],\n    \"status\": \"sent\"\n}"
    },
    "url": {
      "raw": "{{baseUrl}}/{{apiVersion}}/accounts/{{accountId}}/envelopes",
      "host": [
        "{{baseUrl}}"
      ],
      "path": [
        "{{apiVersion}}",
        "accounts",
        "{{accountId}}",
        "envelopes"
      ]
    },
    "description": "In this example, we will use the template we created in previous step and we will use `CompositeTemplates` to add a signer and a tab to it using `inlineTemplates`. You can see how one can create a template and keep reusing it this way."
  },
  "response": [
  ]
}